
Haviv Ilan
TI is investing over $30 billion in new 300mm wafer fabrication capacity in Texas and Utah, supported by CHIPS Act incentives.
Born in Israel, Ilan holds degrees in electrical engineering and joined Texas Instruments in 1999. He rose through the company's high-volume analog and embedded processing divisions, becoming COO before being named CEO in April 2023, succeeding the long-tenured Rich Templeton. Texas Instruments under Ilan continues its distinctive strategy of owning and operating its own semiconductor fabrication facilities — a contrarian approach in an industry where most competitors have shifted to a fabless model relying on foundries like TSMC. TI is investing over $30 billion in new 300mm wafer fabrication capacity in Texas and Utah, supported by CHIPS Act incentives. This owned-manufacturing model gives TI control over its supply chain, lower long-term costs, and the ability to guarantee capacity for customers — a significant competitive advantage exposed during the 2020-2022 chip shortage. The company's product portfolio of over 80,000 analog and embedded chips is uniquely broad — TI parts are found in industrial equipment, automotive systems, personal electronics, communications infrastructure, and enterprise computing. Analog chips convert real-world signals (temperature, pressure, sound) into digital data, making them essential building blocks of virtually every electronic system. Unlike cutting-edge digital chips that follow Moore's Law, analog designs have long product lifecycles and stable, high margins. Ilan leads TI during a period of industry transition, as analog demand is reshaped by electric vehicles (which use 3-5x more analog content than combustion vehicles), industrial automation, renewable energy systems, and IoT deployment. His focus is on executing TI's massive capacity build-out while maintaining the capital allocation discipline — dividends and buybacks — that has made TI one of the most shareholder-friendly semiconductor companies globally.
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